Insights

Small Business Growth Strategic opportunity to expand services to business owners with retirement plan design, business succession planning, and employee benefit consulting, driving assets under management growth in the Michigan market.

Cambridge Platform Leverage Cambridge Investment Research affiliation to broaden product access and offer more investment products, enabling cross-sell to existing clients and potential to attract higher-net-worth relationships.

Tech Modernization Current tech stack and midsize firm profile present a strong opportunity to deploy modern client portals, CRM integration, and data analytics to improve client engagement and operational efficiency.

Lifecycle Planning Emphasis on life milestones provides a natural cross-sell path for education funding, retirement readiness, and risk management, with room to package comprehensive financial plans.

Local Growth Michigan location and SMB scale create a marketing and local partnerships opportunity with accountants, attorneys, and lenders to generate referrals and grow the client base.

Harris Financial Services Tech Stack

Harris Financial Services uses 8 technology products and services including Statcounter, Amazon Web Services, Font Awesome, and more. Explore Harris Financial Services's tech stack below.

  • Statcounter
    Analytics
  • Amazon Web Services
    Cloud Hosting
  • Font Awesome
    Font Scripts
  • Modernizr
    Javascript Libraries
  • Lodash
    Javascript Libraries
  • jQuery UI
    Javascript Libraries
  • PHP
    Programming Languages
  • prettyPhoto
    Web Tools And Plugins

Media & News

Harris Financial Services's Email Address Formats

Harris Financial Services uses at least 1 format(s):
Harris Financial Services Email FormatsExamplePercentage
First@investharris.comJohn@investharris.com
100%

Frequently Asked Questions

Where is Harris Financial Services's headquarters located?

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Harris Financial Services's main headquarters is located at 1115 North Leroy Street Fenton, Michigan 48430 United States. The company has employees across 1 continents, including North America.

What is Harris Financial Services's phone number?

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You can contact Harris Financial Services's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Harris Financial Services's official website and social media links?

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Harris Financial Services's official website is investharris.com and has social profiles on LinkedIn.

What is Harris Financial Services's SIC code NAICS code?

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Harris Financial Services's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Harris Financial Services have currently?

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As of June 2026, Harris Financial Services has approximately 11 employees across 1 continents, including North America. Key team members include Chief Executive Officer: B. H.President: R. H.President: C. H.. Explore Harris Financial Services's employee directory with LeadIQ.

What industry does Harris Financial Services belong to?

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Harris Financial Services operates in the Financial Services industry.

What technology does Harris Financial Services use?

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Harris Financial Services's tech stack includes StatcounterAmazon Web ServicesFont AwesomeModernizrLodashjQuery UIPHPprettyPhoto.

What is Harris Financial Services's email format?

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Harris Financial Services's email format typically follows the pattern of First@investharris.com. Find more Harris Financial Services email formats with LeadIQ.

When was Harris Financial Services founded?

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Harris Financial Services was founded in 1979.
Harris Financial Services logo

Harris Financial Services

Financial ServicesMichigan, United States11-50 Employees

Harris Financial Services is an independent firm in the financial services sector that provides tailored financial planning for individuals and business owners. Led by Robert D. Harris, MBA, the practice relies on Cambridge Investment Research, Inc. as its registered broker-dealer, giving clients access to a broad suite of investment and savings products along with professional advisory services to pursue their financial objectives. The firm emphasizes long-term planning and develops customized strategies to address life milestones such as marriage, children, career achievements, and retirement.

Headquartered in Fenton, Michigan, the firm serves a small to mid-sized client base within the financial services field, assisting clients with retirement planning, education funding, and major purchases. Securities are distributed through Cambridge Investment Research, Inc., a broker-dealer registered with FINRA/SIPC, while advisory services are provided through Cambridge Investment Research Advisors, Inc.; Harris Financial Services and Cambridge operate independently, and fixed insurance is offered directly through Harris Financial Services.

Section iconCompany Overview

Headquarters
1115 North Leroy Street Fenton, Michigan 48430 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1979
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Harris Financial Services's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Harris Financial Services's revenue is estimated to be in the range of $25M$50M

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